EOM report

End of Month (EOM) Report

How to run the End of Month (EOM) & Cashbook report

End of Month (EOM) report warning

From AgencyCloud 12.120+, when posting receipts and using bank reconciliation, if the End of Month (EOM) report has not been run for the previous month, a warning will be displayed with the option to run the required report

End of Month (EOM) report update to include multiple client accounts

From AgencyCloud 12.131+, the End of Month (EOM) report will incorporate additional accounts, such as deposit and sweep accounts, as well as the primary client account